See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,842 | $159,602-66.9% | $150,045-64.8% | $142,382-62.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.57% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,220 | $4,961-35.1% | $4,693-31.4% | $4,299-25.1% |
| Participant deferral / active EE | $9,042 | $8,310+8.8% | $7,997+13.1% | $6,507+38.9% |
| Admin fee / account holder | $34 | $14,846-99.8% | $13,435-99.8% | $12,624-99.7% |